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| Provider | Service type | Compensation |
|---|---|---|
SS CONSULTING1 year Service code 16 · EIN 37-2130853 | Consulting | $90,050 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $72,831 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,652 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,359 | $79,151-76.8% | $60,906-69.9% | $64,819-71.7% |
| Participation rate | 74.2% | 77.7%-3.6pp | 73.1%+1.1pp | 71.5%+2.7pp |
| Annual return | -17.49% | -7.12%-10.4pp | 16.94%-34.4pp | 32.84%-50.3pp |
| Employer contribution / active EE | $957 | $3,052-68.7% | $2,703-64.6% | $2,507-61.8% |
| Participant deferral / active EE | $1,635 | $3,727-56.1% | $3,814-57.1% | $4,311-62.1% |
| Admin fee / account holder | $273 | $106+157.9% | $3,227-91.6% | $188+45.1% |